Mobileye Global (NASDAQ:MBLY) Price Target Raised to $10.00

Key Points

• TD Cowen raised its price target on Mobileye from $8.50 to $10.00 and maintained a "buy" rating, implying roughly 6.44% upside from the current price.
• Mobileye beat Q1 expectations with $0.12 EPS (vs. $0.09) and $558M revenue (+27% y/y), the company modestly raised its 2026 revenue outlook and the board authorized a $250M share buyback.
• Analyst coverage remains mixed—MarketBeat shows an overall consensus of "Hold" and an average price target of $14.26, reflecting divergent broker views despite recent positive news.

Mobileye Global (NASDAQ:MBLY - Get Free Report) had its target price upped by TD Cowen from $8.50 to $10.00 in a report issued on Friday,Benzinga reports. The firm currently has a "buy" rating on the stock. TD Cowen's target price suggests a potential upside of 6.44% from the company's current price.

Other equities analysts have also recently issued reports about the stock. Morgan Stanley decreased their price target on Mobileye Global from $13.00 to $12.00 and set an "equal weight" rating for the company in a research note on Friday, January 23rd. Zacks Research raised Mobileye Global from a "strong sell" rating to a "hold" rating in a research report on Friday, March 27th. Arete Research lowered Mobileye Global from a "buy" rating to a "neutral" rating and set a $15.70 target price on the stock. in a research note on Tuesday, January 27th. Berenberg Bank began coverage on shares of Mobileye Global in a research note on Wednesday, April 1st. They set a "buy" rating and a $9.30 target price for the company. Finally, UBS Group upped their price target on shares of Mobileye Global from $9.00 to $10.00 and gave the stock a "neutral" rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $14.26.

Mobileye Global Stock Up 8.0%

Mobileye Global stock traded up $0.70 during midday trading on Friday, reaching $9.40. 8,600,175 shares of the stock traded hands, compared to its average volume of 8,187,254. The stock has a market cap of $7.90 billion, a P/E ratio of -19.21 and a beta of 0.75. Mobileye Global has a 12 month low of $6.47 and a 12 month high of $20.18. The stock's fifty day moving average is $7.92 and its 200-day moving average is $10.35.

Mobileye Global (NASDAQ:MBLY - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.09 by $0.03. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The company had revenue of $558.00 million during the quarter, compared to analyst estimates of $519.34 million. During the same quarter last year, the business posted $0.08 earnings per share. The firm's revenue was up 27.4% on a year-over-year basis. On average, equities analysts predict that Mobileye Global will post -0.03 EPS for the current fiscal year.

Mobileye Global declared that its board has approved a stock repurchase program on Thursday, April 23rd that permits the company to buyback $250.00 million in shares. This buyback authorization permits the company to reacquire up to 3.8% of its stock through open market purchases. Stock buyback programs are generally an indication that the company's leadership believes its stock is undervalued.

Hedge Funds Weigh In On Mobileye Global

Hedge funds have recently modified their holdings of the stock. IFP Advisors Inc increased its position in shares of Mobileye Global by 465.7% in the 3rd quarter. IFP Advisors Inc now owns 1,816 shares of the company's stock valued at $26,000 after acquiring an additional 1,495 shares during the period. Rhumbline Advisers acquired a new position in shares of Mobileye Global in the first quarter valued at about $27,000. Northwestern Mutual Wealth Management Co. acquired a new position in shares of Mobileye Global in the second quarter valued at about $31,000. Financial Management Professionals Inc. purchased a new position in shares of Mobileye Global in the fourth quarter worth about $32,000. Finally, Leonteq Securities AG acquired a new stake in shares of Mobileye Global during the fourth quarter worth about $33,000. Institutional investors and hedge funds own 13.25% of the company's stock.

Key Stories Impacting Mobileye Global

Here are the key news stories impacting Mobileye Global this week:

• Positive Sentiment: Q1 beat and raised guidance — Mobileye reported Q1 adjusted EPS of $0.12 (vs. ~$0.09 consensus) and revenue of $558M (+27% y/y), and it modestly raised its 2026 revenue outlook, driving investor optimism. Read More.
• Positive Sentiment: $250M buyback authorized — the board approved repurchases of up to $250M (~3.8% of shares), a signal management believes the stock is undervalued and a likely support for the share price. Read More.
• Positive Sentiment: Product/strategy momentum — company highlighted progress on robotaxi/autonomy initiatives and secured a design win with Mahindra for next‑generation SuperVision, supporting longer-term growth expectations. Read More.
• Neutral Sentiment: Analyst consensus is still "Hold" — 24 brokerages cover MBLY with a mix of sell/hold/buy ratings, producing an overall hold consensus that tempers upside. Read More.
• Neutral Sentiment: Goldman Sachs nudged its price target to $9 and kept a "neutral" rating — a small PT move that is unlikely to materially change sentiment. Read More.
• Neutral Sentiment: UBS raised its PT to $10 but kept a "neutral" rating — modest upside implied but not a bullish endorsement. Read More.
• Negative Sentiment: Canaccord trimmed its price target from $24 to $17 (still a "buy") — a meaningful cut to long-range upside that may weigh on investor expectations despite the retained buy rating. Read More.
• Negative Sentiment: BNP Paribas Exane cut its target to $8.50 (neutral) — this lowers the analyst-implied valuation and highlights continued disagreement among brokers on fair value. Read More.

About Mobileye Global

Mobileye Global Inc NASDAQ: MBLY is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye's core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

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